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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (50660)	1/24/2013 8:56:42 PM
From: Spekulatius	1 Recommendation Respond to of 78523

Re FANUC - it's certainly not a value stock at 20x peak earnings and 2.7x book. The LT track record looks Ok and I can find evidence of share buybacks (falling sharecount over the years). investing.money.msn.com Fanuc is one of these hidden champion type companies like Shimano(bicycle components),Nidec (hard drive motors), Nitto Denko (semiconductur manufacturing tapes, LCD materials) or Keyence (optical sensors) that have a dominance in their business. These stocks are rarely cheap though, not even in Japan.

To: Paul Senior who wrote (50660)	1/25/2013 2:25:38 PM
From: Dennis 3	1 Recommendation Read Replies (2) \| Respond to of 78523

aapl - My problem with appl is that all the big boys own it. Who is going to push it higher it is already a 420B co. Although they are making 40 bucks/share and ests are for 50+ next year. ~30% increase and it is selling at 10x . IMO samsung is eating into their market share and aapl could lose there pricing power(No more telling sprint to buy 30 million iphones for $20 billion.). This is what happens to manufacturers as apple is with their iphone. Others catch-up. I started to worry when Apple was more in the news with filing patent lawsuits than creating new products.

To: Paul Senior who wrote (50660)	9/15/2015 2:29:57 AM
From: Paul Senior	1 Recommendation Recommended By Jurgis Bekepuris Read Replies (1) \| Respond to of 78523

FANUY: reentered this stock with a small buy. Japanese robotics company which seems profitably entrenched in its core business (industrial robots). Dividend and stock buybacks. Could it be a Japanese company where "management's interests are largely aligned with shareholders"? analysisreport.morningstar.com finance.yahoo.com No claim by me that although the stock has dropped from highs, that it is a value stock at current price.